# DealCloud Software Reviews, Demo & Pricing - 2026 > Review of DealCloud Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/marketing/dealcloud-profile --- [Home](https://www.softwareadvice.com/) / [Lead Management Software](https://www.softwareadvice.com/marketing/lead-management-comparison/) / DealCloud Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/marketing/dealcloud-profile/reviews/)[Alternatives](https://www.softwareadvice.com/marketing/dealcloud-profile/alternatives/) # DealCloud 2026: Benefits, Features & Pricing Wondering if DealCloud is right for your organization? Our Lead Management Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews ## Overview DealCloud 4.5 [(21)](https://www.softwareadvice.com/marketing/dealcloud-profile/reviews/) Pricing Pricing available upon request ### About DealCloud DealCloud is a financial CRM and fund management solution that helps businesses handle processes related to fundraising, financial deals, regulatory compliance and more. The relationship management module enables organizations to configure user permissions, create organizational strategies and record client/lead interactions in a centralized repository. Using DealCloud’s pipeline management functionality, administrators can configure workflows, dashboards, reports and notifications for team members and business units. Features include collaboration, analytics, email marketing, custom forms, risk assessment and more. Additionally, the platform allows supervisors to run promotional email campaigns, manage leads and view engagement metrics including the open or click rates of emails. DealCloud comes with an application programming interface (API), which allows businesses to integrate the system with several third-party applications, such as Workday, Tableau, Taiga and more. Pricing is available on request and support is extended via phone, email and other online measures. Wondering if DealCloud is right for your organization? Our Lead Management Software selection experts can help you in 15 minutes or less. ## DealCloud User Interface ## Popular DealCloud Alternatives Main Product DealCloud 4.5 [(21)](https://www.softwareadvice.com/marketing/dealcloud-profile/reviews/) Ratings Breakdown - 4.19Ease of use - 4.20Value for money - 4.41Customer support - 4.10Functionality Pricing Available upon request Get Price Alternative Product [Redtail CRM](https://www.softwareadvice.com/crm/redtail-profile/) 4.1 [(85)](https://www.softwareadvice.com/crm/redtail-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.21Value for money - 3.92Customer support - 3.95Functionality Pricing Starting at $39.00 per month Get Price Alternative Product [Maximizer CRM](https://www.softwareadvice.com/crm/maximizer-crm-profile/) 4.1 [(366)](https://www.softwareadvice.com/crm/maximizer-crm-profile/reviews/) Ratings Breakdown - 3.86Ease of use - 3.83Value for money - 3.98Customer support - 3.93Functionality Pricing Starting at $65.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6978)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [eWay-CRM](https://www.softwareadvice.com/crm/eway-profile/) 4.5 [(822)](https://www.softwareadvice.com/crm/eway-profile/reviews/) Ratings Breakdown - 4.43Ease of use - 4.38Value for money - 4.61Customer support - 4.34Functionality Pricing Starting at $20.00 per month Get Price Alternative Product [HubSpot CRM](https://www.softwareadvice.com/product/1854-HubSpot-CRM/) 4.5 [(4466)](https://www.softwareadvice.com/product/1854-HubSpot-CRM/reviews/) Ratings Breakdown - 4.38Ease of use - 4.29Value for money - 4.39Customer support - 4.36Functionality Pricing Starting at $20.00 per month Get Price ## DealCloud Pricing and Plans Starting price: Connect with an advisor for pricing Free Trial Free Version Basic Pricing available upon request No plan information available Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## DealCloud Features - Popular features found in Lead Management Campaign Management Contact Management CRM Lead Capture Lead Segmentation Prospecting Tools Reporting/Analytics Task Management Workflow Management - More features of DealCloud Access Controls/Permissions Accounting Activity Dashboard Activity/News Feed Activity Planning Activity Tracking Ad hoc Reporting Alerts/Notifications API Appointment Management Appointment Scheduling Assignment Management Audit Trail Benchmarking Budgeting/Forecasting Business Card/Badge Scanning Business Process Control Calendar Management Calendar/Reminder System Calendar Sync Call Logging Cash Management Client Management Client/Property Matching Collaboration Tools Commenting/Notes Commission Management Competitive Analysis Compliance Tracking Contact Database CRM Integration Customer Database Customizable Branding Customizable Fields Customizable Reports Dashboard Dashboard Creation Data Extraction Data Import/Export Data Integration Data Management Data Synchronization Data Visualization Document Management Document Storage Drag & Drop Dynamic Modeling Email Management Email Marketing Email Templates Email Tracking Event Triggered Actions Exception Reporting Fee Management File Sharing Financial Analysis Financial Management Forecasting For Financial Institutions For Investment Advisors For Investors & Traders For Real Estate For Sales Teams/Organizations For Small Businesses Fund Management Goal Setting/Tracking Graphical Data Presentation Interaction Tracking Investment Research Investments Tracking Kanban Board Key Performance Indicators KPI Monitoring Lead Distribution Leaderboards Lead Generation Lead Management Lead Nurturing Lead Qualification Lead Scoring Marketing Automation Mobile Access Mobile App Monitoring Multi-Currency Opportunity Management Performance Metrics Pipeline Management Pipeline Reports Portfolio Management Predictive Analytics Progress Tracking Real-Time Analytics Real-Time Data Real-Time Reporting Referral Tracking Relationship Tracking Reminders Reporting & Statistics Revenue Management Risk Management Role-Based Permissions Sales Forecasting Sales Pipeline Management Sales Reports Sales Trend Analysis Scorecards Search/Filter Secure Data Storage Segmentation Self Service Data Preparation Source Tracking Statistical Analysis Strategic Planning Task Scheduling Team Assignments Template Management Territory Management Third-Party Integrations Trend Analysis Trend/Problem Indicators Visual Analytics Web Forms "What If" Scenarios Workflow Automation ## DealCloud Integrations Tableau Integration rated undefined from -1 review Taiga Integration rated undefined from -1 review Cvent Event Management Integration rated undefined from -1 review NetSuite Integration rated undefined from -1 review ## DealCloud User Reviews Overall Rating 4.5 Ratings Breakdown 5 71% 4 14% 3 10% 2 5% 1 0% Secondary Ratings Ease of Use 4.2 Value for money 4.2 Customer support 4.4 Functionality 4.1 MM Michael M. Verified reviewer Investment Banking 11-50 employees Used weekly for more than 2 years Review source Reviewed September 2025 Great CRM Built to Support M&A 5 Their support techs and client success managers are always available to help quickly, which is a much better experience than other platforms out there. Ratings Breakdown 4 Ease of use 4 Value for money 5 Customer support 3 Functionality Pros: DealCloud offers an easy to customize platform that helps enable financial services users to maintain pipelines and contact management. Cons: Working with other CRMs, they offer more customization that DealCloud currently doesn't offer. In recent updates, they have added more customization, but there is still a lot more they can offer in terms of customization to fit the needs of our firm and enable custom features not natively supported by DealCloud. Reasons for switching to DealCloud Moved to a platform built to support M&A Vendor Response Thank you for taking the time to share your experience, Michael. We’re glad to hear that DealCloud's tech support and Client Success teams are responsive to your needs. This is an area we take a lot of pride in. We also appreciate your feedback regarding customization of the platform. Many of the recent updates to the DealCloud platform have been in response to feedback from our clients. We would love to hear more about the specific customizations you are looking for, and encourage you to reach out to your Account team so we can learn more. Replied September 2025 Read More RC Rob C. Verified reviewer Financial Services 11-50 employees Used daily for more than 2 years Review source Reviewed November 2016 DealCloud - highly configurable. Excellent support team 5 The DealCloud platform is architected for a number of deal making verticals such as PE, IB, specialty lending, etc. But the beauty of the platform is that these "out of the box" use cases can be further configured to our specific business workflows. We have continued to evolve our DealCloud solution as our business evolves. For example, for our first fundraise we did not use a Placement Agent. On our second fundraise, we did. We changed DealCloud to show prospective LPs brought to us from the Placement Agent. In addition, we further customized DealCloud to marry the data elements that our Placement Agent was tracking in their system to the data elements we wanted to show in our system. We also customized DealCloud for a custom deal sourcing methodology we use internally. The system was extremely flexible to accommodate that workflow process. Finally, we have found the DealCloud support team to be very responsive, including addressing our needs after-hours and over the weekend. They understand that we are in a 24x7 business, particularly when we are in diligence on a potential deal. They are available to support us and are fluent in our industry. We aren't speaking with an offshore help desk but rather to the individuals that build and implement solutions. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Configurability of the software Cons: Looking forward to updates to the user interface Read More VR Verified Reviewer Financial Services 11-50 employees Used daily for less than 2 years Review source Reviewed February 2020 The Art of Over Promising and Under Delivering 3 Software itself is fine, the people, not so much. Get your own implementation team that will deal with them as they will spend the bare minimum with you, fall short on designing the implementation, and then blame you for mistakes you should have thought of and encourage you to become a platform manager so you can just finish all the changes by yourself. They said it would take 10-15 hours to implement and I assure you that is not even remotely reasonable if you are exporting 7 years worth of data from an old CRM. It's appalling that changes they were supposed to make in implementation are just passed off as your fault and problem. The do not finish the implementation cleanly either - just hand it off when it's too frustrating to other teams and then you start all over again. To this day I am finding all kinds of fields that are date fields set with addresses as the format. Percentage fields as reference fields to companies. It's endless. List's that were hidden but are extremely useful for us to utilize. But I get to spend my time doing that since we are "post-implementation." Ratings Breakdown 2 Ease of use 2 Value for money 1 Customer support 3 Functionality Pros: Interface looks sleek and is somewhat intuitive. Visuals on dashboards are fantastic if you know how to use them. The ability to link different modules easily is what makes this a superior software - until others catch up. As a former Salesforce Dynamo, Zoho, MS Dymanic user in my career, I can compare this to several industry standard CRM systems and being able to link modules (lists) and generate new lists are great. The system is powerful if you know how to use it and you can customize as needed. Cons: The implementation has been poor and completely missed the mark. The initial promises of being able to guide the implementation with advisory on best in class practices fell very short. It is just now, over a year later that my colleague and I recognized a simple solution that would have streamlined efforts greatly between the deal team and marketing customization's. It's so basic that it is shocking that DealCloud did not suggest this solution - but we get to spend the time fixing it now. When the frustration with implementation was expressed, the account managers will begin the blame game. To the point where a very senior person got on the phone and then proceeded to be very patronizing. Another HUGE con is that there are very limited API's in place for this software and others. One of the senior execs will encourage you to go ahead and do an API yourself if you have the technical skillset as DealCloud is open source. DealCloud will also do the API work for you for a huge fee which they then turn around and sell to other clients after you pay for the initial API. Reasons for choosing DealCloud The implementation that was promised sounded as if they were the most capable team to service our needs. Reasons for switching to DealCloud Deal team needed a better solution. Salesforce (the PE version UI was from 1992 - or looks like it) Read More VR Verified Reviewer Financial Services 1001-5000 employees Used daily for less than 2 years Review source Reviewed September 2019 The Tool I Needed for PE 5 Our search fund runs our entire business through DealCloud. It has all the features we need, and combines what was needed from multiple pieces of software into just one product. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Our company goes through an unusual amount of intermediaries, and having the ability to split up our communication and deal flow with them versus our proprietary search is great. The ability to filter our information and statistics from our growing pipeline is also great, as it got quite complex with our last CRM. Cons: Slightly difficult to use the mobile application versus on the computer. I believe this is a function of the sheer amount of information packed into DealCloud, but it can be pretty difficult to fully navigate on the app at times. Read More VR Verified Reviewer Capital Markets 11-50 employees Used daily for more than 2 years Review source Reviewed March 2020 Best customer service 5 DealCloud has been an amazing addition to our company and we are so happy with our choice. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: By far the best thing about deal cloud is their customer service. If there is anything you wish you could do within dealcloud, all you have to do is ask and the team will go above and beyond to see if that ask is feasible, and make the changes if possible. Cons: Sometimes there are little flukes that happen with the software because of these frequent changes, but they are usually solved very quickly. Reasons for choosing DealCloud Price and customer service Read More CJ Chris J. Financial Services 11-50 employees Used daily for less than 12 months Review source Reviewed November 2016 2016 New DealCloud User 5 We started our private equity firm in 2016 and the first investment we made was in DealCloud in order to have a cutting edge CRM system for our business. The implementation process was completed on time and on budget, and the customer service to date has been outstanding. DC has become a core operating system used firm wide every day, and is an integral tool for our marketing programs and deal origination efforts. The mobile app is functional, but has plenty of room to improve, and I understand that development work is in process. DealCloud has been a great investment for our firm, in large part due to the very responsive customer service team and how easy the system has been to tailor to our firm's needs. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: Easy implementation, highly customizable for the needs of our firm, outstanding customer support - as responsive as any CS team that I've worked with to date. DC is the only CRM that we found that was really designed for a lower middle market private equity firm. Cons: The mobile app needs to be improved to improve the GUI and ease of adding notes and accessing historical data. Datasheets should be easy to use in any browser and I'd like to get away from the requirement to use Internet Explorer for that functionality. Read More VR Verified Reviewer Graphic Design Self-Employed Used weekly for less than 12 months Review source Reviewed April 2020 The e-mail marketing platform in DealCloud (Dispatch) is woefully poor 2 Ratings Breakdown 3 Ease of use 3 Value for money 3 Customer support 2 Functionality Pros: A beginning to end solution for all aspects of a sales funnel is great for keeping everyone on the same page. Cons: Unfortunately, I use the platform primarily to blast out e-mails and coming from something like Mailchimp to this was an eye-opener. Simply put, the e-mail builder inside Deal Cloud is poor enough that even support recommended to BYOE. (Bring your own e-mail.) Only issue is the system often inexplicably strips out parts of your code a lot of the time with no hints as to why. It also requires the use of templates just to get to the step of inserting your own code, even if it's a one off design. Add in missing features like no preheader functionality, and it just makes me miss what I had before. Reasons for switching to DealCloud Mandated by client. Read More RS Rachel S. Verified reviewer Financial Services 51-200 employees Used daily for more than 2 years Review source Reviewed January 2020 DealCloud Review 5 Since starting with dealcloud in 2017, we've had great improvement with our contact & deal pipeline database. Many of our users have adapted to the new system, which has helped tremendously in capturing our key statistics. We've been very happy with DealCloud, and look forward to the many improvements they continue to make. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 Functionality Pros: Combines all the pieces of deal information we need into one central location. Cons: Sometimes it's too many clicks to get to one point of information. Reasons for choosing DealCloud Customization's they provide. Read More VR Verified Reviewer Financial Services 51-200 employees Used daily for less than 12 months Review source Reviewed June 2020 better than salesforce 5 postive, customer support was very helpful and always available Ratings Breakdown 5 Ease of use 5 Functionality Pros: I found this to be much better than competitors in the financial services space, more relevant tools Cons: kind of clunky interface, ui/ux could be a better and more time spent thre, but other tools are great Read More AL Arden L. Verified reviewer Financial Services 1001-5000 employees Used weekly for less than 2 years Review source Reviewed December 2022 Analyst Review 4 Ratings Breakdown 4 Ease of use 4 Functionality Pros: I find the navigation of the software fairly easy, once I was familiar with it I had a good understanding of how to navigate and find new features. Cons: There are a couple of nits that cost me a lot of time, the reporting and exporting functions are very time-consuming, inefficient, and have many bugs. Read More Showing 1 - 10 of 21 Reviews [See All Reviews](https://www.softwareadvice.com/marketing/dealcloud-profile/reviews/) ## Other Top Recommended Lead Management Software [Salesforce Marketing Cloud](https://www.softwareadvice.com/marketing/salesforce-socialcrm-profile/) **4.2** (530) Recently recommended **4** times [Paminga](https://www.softwareadvice.com/email-marketing/net-results-profile/) **4.6** (33) Recently recommended **4** times [Shared Contacts for Gmail](https://www.softwareadvice.com/crm/shared-contacts-for-gmail-profile/) **4.5** (97) Recently recommended **2** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18786) Recently recommended **1** times Stuck Between Options? 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